Page 121 - MayDefComp
P. 121

19


                                              RST   2    4         5    2          4    2         2    1         4          6    3              34
                                                                                                                                                 19  31

                   Retirement outcomes   Participant Action  Consolidate  3  1  2  1  2  1        1              1                    1    2    15
                                              TRAK
                                                                                                  2
                                                                        2
                                                                                   4
                                                                                        2
                                                                                                                            6
                                                                                                                                 3
                                                                                                       1
                                                                                                                 4
                                                                   4
                                                    2
                                                         2









                                                                                                                                                    Not for Use with Plan Participants

                                             Save   Asset   Allocation  More  2  1  3  2  5  3  2  1  4  5  4  2  3  1  2   2  2  1  1  1  1    29  19






                                              Enroll  6                                      5              8                              11   30






                                       Individual   Meeting  Attendees  2  4  9  2  9   2         2    1         4          6    3    7         51











                                       Group   Meeting  Attendees  12  9     4          4    12             8                              11   36  For Advisor and Plan Sponsor Use Only –
                            Onsite meeting results






                                          Location  455CC  SMMC  SMMC  SMMC  SMMC  YSC  YSC  SMMC  455 CC  455CC  REMOTE  NEBO  TEAMS  TEAMS  TEAMS  TEAMS  TEAMS  NEBO  13








                                          Date      3/2  3/2  3/3  3/4  3/4  3/4   3/5  3/5  3/9  3/10  3/13  3/16  3/16  3/17  3/25  3/26  3/27  3/30  12









                                                           Prescribe:  Targeted messages,   meetings  One-to-One  Messaging  Diagnose:  The MassMutual  RetireSMART SM  Ready Tool  RS-41492-00
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